Anic Equity¶
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Total return since start: 0.571 %¶
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Equity now: -----------------------------> 47987.67 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46592.77 Kr¶
PnL: ---------------------------------------> -295.8 Kr¶
DD now: ---------------------------------> -1.321 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 16:43:59.549524'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.460000 | 2828.000000 | 192.000000 | 7.280000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.170000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | 1.680000 | 3020.000000 | 93.000000 | 3.180000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.650000 | 431.200000 | 76.200000 | 21.460000 | 355.000000 |
| Corem Property Group B | 59 | -2.050000 | 649.000000 | 72.000000 | 12.480000 | 576.999999 |
| Boozt | 12 | 0.980000 | 1723.200000 | 69.200000 | 4.180000 | 1653.999996 |
| HMS Networks | 2 | 0.060000 | 720.000000 | 47.000000 | 6.980000 | 673.000000 |
| OEM International B | 7 | 1.760000 | 565.600000 | 37.600000 | 7.120000 | 527.999997 |
| Intrum | 4 | 1.760000 | 555.800000 | 28.800000 | 5.460000 | 527.000000 |
| Norva24 Group | 16 | 4.900000 | 568.640000 | 25.640000 | 4.720000 | 543.000000 |
| Eastnine | 4 | 2.060000 | 516.000000 | 25.000000 | 5.090000 | 491.000000 |
| Coor Service Management Hold. | 8 | 1.460000 | 554.800000 | 22.800000 | 4.290000 | 532.000000 |
| SAAB B | 8 | 0.120000 | 3398.400000 | 21.400000 | 0.630000 | 3377.000000 |
| MedCap | 2 | -0.910000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| AcadeMedia | 12 | 0.980000 | 566.160000 | 9.160000 | 1.640000 | 557.000004 |
| Resurs Holding | 22 | 0.380000 | 580.800000 | 6.800000 | 1.180000 | 573.999998 |
| Securitas B | 6 | 0.970000 | 574.920000 | 4.920000 | 0.860000 | 570.000000 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.210000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Swedbank A | 3 | 1.310000 | 566.400000 | 2.400000 | 0.430000 | 564.000000 |
| CTEK | 13 | 2.160000 | 534.170000 | 0.170000 | 0.030000 | 533.999999 |
| Handelsbanken A | 5 | -0.280000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Essity B | 2 | -1.690000 | 570.200000 | -3.800000 | -0.660000 | 574.000000 |
| Midsona B | 63 | -1.300000 | 575.820000 | -7.180000 | -1.230000 | 582.999984 |
| Essity A | 4 | -2.230000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.220000 | 3441.720000 | -12.280000 | -0.360000 | 3453.999992 |
| International Petroleum Corp. | 5 | 2.760000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Vivesto | 1368 | 0.000000 | 558.960000 | -54.040000 | -8.820000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.110000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | 1.380000 | 3637.400000 | -118.600000 | -3.160000 | 3756.000001 |
| OX2 | 18 | 0.710000 | 1524.600000 | -139.400000 | -8.380000 | 1663.999992 |
| Ovzon | 52 | 3.010000 | 3026.400000 | -335.600000 | -9.980000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46592.770000 | -295.800000 | -1.32063% | 46888.564618 |
Updated:¶
'2023-01-18 16:44:12.186522'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
